Newton One Investments LLC Purchases in Q4 2024

Newton One Investments LLC

  • $259 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
213K
+ 330.16%
$61.68 - $67.87 $13.1M - $14.5M
278K $17.3M
VUG
Vanguard Growth ETF

ETFs
16.2K
+ 23.36%
$378.79 - $428.11 $6.12M - $6.92M
85.4K $35M
IVV
Ishares Core S&P 500 ETF

ETFs
1.64K
+ 66.8%
$570.51 - $610.59 $937K - $1M
4.1K $2.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.6K
+ 5.47%
$49.79 - $51.14 $729K - $749K
282K $14.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19.5K
+ 11.62%
$44.04 - $49.49 $858K - $964K
187K $8.24M
AAPL
Apple Inc.

Technology
132
+ 1.28%
$221.69 - $259.02 $29.3K - $34.2K
10.4K $2.61M
VEU
Vanguard Ftse All World Ex Us

ETFs
35.3K
+ 10.83%
$57.29 - $63.1 $2.02M - $2.23M
361K $20.7M
EXC
Exelon Corp

Utilities
4.58K
New
$36.22 - $40.97 $166K - $188K
4.58K $172K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.56K
New
$63.27 - $70.31 $162K - $180K
2.56K $162K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.31K
New
$63.58 - $71.15 $147K - $164K
2.31K $150K
PG
Procter & Gamble CO

Consumer Defensive
865
New
$161.05 - $179.7 $139K - $155K
865 $145K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.04K
New
$70.63 - $78.23 $144K - $160K
2.04K $145K
IEFA
Ishares Tr

ETFs
2.06K
New
$70.06 - $77.43 $145K - $160K
2.06K $144K
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.79K
New
$33.93 - $38.37 $129K - $145K
3.79K $130K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.86K
New
$26.63 - $30.23 $129K - $147K
4.86K $129K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
2.34K
New
$49.25 - $53.57 $115K - $125K
2.34K $115K
VIG
Vanguard Dividend Appreciation

ETFs
624
New
N/A
624 $113K
PM
Philip Morris International Inc.

Consumer Defensive
848
New
$118.38 - $133.06 $100K - $113K
848 $102K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
217
New
$442.29 - $483.08 $96K - $105K
217 $98K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
913
New
$100.18 - $109.1 $91.5K - $99.6K
913 $95K
IWM
Ishares Russell 2000 ETF

ETFs
420
New
$216.13 - $242.4 $90.8K - $102K
420 $92K
PEP
Pepsico Inc

Consumer Defensive
603
New
$151.29 - $176.1 $91.2K - $106K
603 $91K
SPY
Spdr S&P 500 ETF Trust

ETFs
76
+ 2.64%
$567.81 - $607.81 $43.2K - $46.2K
2.96K $1.73M
IYW
Ishares Dj Us Tech ETF

ETFs
478
New
$148.14 - $166.23 $70.8K - $79.5K
478 $76K
IBM
International Business Machines Corp

Technology
347
New
$204.9 - $238.04 $71.1K - $82.6K
347 $76K
GOOGL
Alphabet Inc.

Communication Services
401
New
$161.86 - $196.66 $64.9K - $78.9K
401 $75K
QUAL
Ishares Msci Usa Quality Facto

ETFs
383
New
$176.42 - $186.91 $67.6K - $71.6K
383 $68K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
121
New
$563.99 - $620.12 $68.2K - $75K
121 $68K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
750
New
$88.59 - $94.57 $66.4K - $70.9K
750 $66K
DGRO
Ishares Core Dividend Growth E

ETFs
862
New
$60.73 - $64.94 $52.3K - $56K
862 $52K
ATEC
Alphatec Holdings, Inc.

Healthcare
5.5K
New
$4.98 - $10.48 $27.4K - $57.6K
5.5K $50K
PPL
Ppl Corp

Utilities
1.52K
New
$31.47 - $35.0 $48K - $53.3K
1.52K $49K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
595
New
$80.93 - $85.66 $48.2K - $51K
595 $48K
EMR
Emerson Electric CO

Industrials
389
New
$108.13 - $134.33 $42.1K - $52.3K
389 $48K
CVX
Chevron Corp

Energy
320
New
$141.15 - $162.53 $45.2K - $52K
320 $46K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
894
+ 2.68%
$113.92 - $127.38 $102K - $114K
34.3K $3.95M
ADP
Automatic Data Processing Inc

Industrials
146
New
$280.08 - $307.97 $40.9K - $45K
146 $42K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.6%
$486.1 - $608.57 $1.46K - $1.83K
500 $286K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.4K
New
$27.88 - $30.51 $39K - $42.7K
1.4K $39K
VZ
Verizon Communications Inc

Communication Services
981
New
$39.6 - $45.21 $38.8K - $44.4K
981 $39K
APD
Air Products & Chemicals, Inc.

Basic Materials
131
New
$285.5 - $335.62 $37.4K - $44K
131 $37K
NFLX
Netflix Inc

Communication Services
38
New
$687.65 - $936.56 $26.1K - $35.6K
38 $33K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.57%
$205.18 - $250.29 $1.23K - $1.5K
1.07K $255K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.12K
+ 11.34%
$114.08 - $125.68 $242K - $267K
20.9K $2.39M
UTZ
Utz Brands, Inc.

Consumer Defensive
1.69K
New
$15.46 - $18.02 $26.1K - $30.5K
1.69K $26K
JNJ
Johnson & Johnson

Healthcare
150
New
$143.34 - $165.86 $21.5K - $24.9K
150 $21K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
40
+ 1.68%
$278.19 - $315.36 $11.1K - $12.6K
2.42K $695K
WFC
Wells Fargo & Company

Financial Services
305
New
$54.98 - $77.35 $16.8K - $23.6K
305 $21K
T
At&T Inc.

Communication Services
950
New
$21.22 - $23.88 $20.2K - $22.7K
950 $21K
Activity Summary
Buys All Purchases 106 New Holdings 81 Increased Positions 25 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Newton One Investments LLC Portfolio

Follow Newton One Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Newton One Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Newton One Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email